Ares Financial Consulting
VTI icon

Ares Financial Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ares Financial Consulting’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.2M Sell
43,309
-1,575
-4% -$590K 11.21% 1
2026
Q2 		$16.6M Buy
44,884
+692
+2% +$247K 11.92% 1
2026
Q1 		$14.3M Buy
44,192
+3,420
+8% +$1.15M 11.22% 1
2025
Q4 		$13.7M Buy
+40,772
New +$13.6M 13.02% 1

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WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ares Financial Consulting's VTI Position: Q3 2026 in Review

Ares Financial Consulting reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q3 2026, selling an estimated $590K and leaving 43,309 shares worth $16.2M. The position accounts for 11.21% of the portfolio, ranked #1.

Ares Financial Consulting first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.6M in Q2 2026. 2,676 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Ares Financial Consulting held 43,309 shares of Vanguard Morningstar Total Stock Market ETF worth $16.2M as of Q3 2026.
  • Ares Financial Consulting sold 1,575 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $590K.
  • Vanguard Morningstar Total Stock Market ETF made up 11.21% of Ares Financial Consulting's portfolio in Q3 2026, its #1 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Vanguard Morningstar Total Stock Market ETF position peaked at $16.6M in Q2 2026.
  • 2,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.